Mariner Wealth Advisors

  • Tax Associate

    Job Locations US-OK-Tulsa | US-OK-Oklahoma City
    Posted Date 11 hours ago(7/17/2019 10:07 AM)
    # of Openings
  • Overview

    Mariner Consulting - OK, LLC, a Mariner Holdings company, is a unique tax consulting firm focused on serving executives, family groups, high net worth individuals and their closely-held entities. The firm offers a wide range of tax services which include tax preparation and consulting services for individuals, trusts, and closely held entities, estate planning and private foundation tax services. We also provide assistance with various financial/tax planning projects, family office services, optimizing charitable giving, succession planning and wealth transfer opportunities.  


    Our privately held firm offers team members highly competitive benefit packages and opportunities for traditional and non-traditional development tracks. An entrepreneurial and family-friendly environment, Mariner Consulting provides an intellectually challenging and rewarding place to grow your career.


    We are currently seeking candidates for the position of Tax Associate.  The Tax Associate will assist senior staff members in servicing high net worth individuals with a focus on Personal, Fiduciary, S-Corporation, Partnership, Private Foundation, and Gift tax returns. 


    • Service clients as it relates to planning, projects and compliance requirements
    • Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
    • Respond to inquiries from the IRS and other taxing authorities
    • Research supervised technical matters for complex tax needs and updates to regulations
    • Present complete, timely and accurate client deliverables in an efficient manner
    • Maintain an understanding of relevant computer software applications
    • Attend and participate in tax training opportunities to further knowledge and development
    • Compliance to the Firm’s quality control standards
    • Additional projects, furthering the service of clients as needed


    • Bachelor’s degree in accounting
    • 1 to 3 years’ of related experience, public or private tax/accounting
    • Creative problem solving, research skills
    • Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
    • Proficiency in Microsoft Office including Word, Outlook, and Excel 
    • Familiarity with tax software programs
    • Clear communicator with strong interpersonal writing/verbal skills
    • Detail oriented, excellent organizational and analytical skills
    • High degree of client service to both internal and external customers
    • Self-starter, highly motivated to personal growth and development
    • Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks


    EOE M/F/D/V


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